Client Services - Operations

Goldman Sachs Bank AG; London; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading global investment firm seeks a Client Onboarding & Service Specialist in London. This role involves managing client relationships, orchestrating onboarding processes, and ensuring compliance while delivering exceptional service. Ideal candidates will have strong communication skills and a passion for client service.

Qualifications

• Minimum of 2 years of experience in a client service or onboarding role.
• Strong understanding of financial markets and investment products.

Responsibilities

• Manage the end-to-end onboarding process for new investors.
• Act as a key point of contact for clients throughout the onboarding process.
• Identify opportunities to streamline and enhance onboarding processes.

Skills

Communication

Problem-Solving

Analytical Skills

Education

Bachelor's degree

Job description

Asset Management Operations, Client Services, Analyst, London location_on London, Greater London, England, United Kingdom

The European Shareholder Services team is a critical component of Goldman Sachs Asset Management (GSAM), dedicated to providing exceptional client service to investors in our offshore funds. We partner closely with the GSAM sales force to support the global distribution of our funds. Our mission is to deliver a world-class client experience, ensuring investors feel valued and supported from initial contact through their investment journey.

We are seeking a highly motivated and detail-oriented Client Onboarding & Service Specialist to join our dynamic team. In this role, you will be a strategic partner to Sales, playing a pivotal role in enabling client investment in our offshore mutual funds. You will serve as a key point of contact for clients, expertly guiding them through the account opening process and ensuring a seamless and positive initial investment experience. This requires strong collaboration with internal teams, including Compliance, Legal, and AML, to deliver efficient and exceptional service.

This is a fast-paced, high-impact role that demands exceptional communication skills, meticulous attention to detail, and the ability to thrive under pressure. The successful candidate will be a proactive problem-solver with a passion for client service and a commitment to continuous improvement.

Key Responsibilities:

• Client Relationship Management:Act as a key point of contact for clients and the sales organization throughout the onboarding process, from initial engagement to the first investment. Proactively address client inquiries regarding fund details, account structures, and regulatory requirements, ensuring clarity and confidence.
• Onboarding Orchestration:Manage the end-to-end onboarding process for new investors, ensuring a smooth and efficient experience. This includes coordinating communication and workflow across multiple internal teams (Compliance, Legal, AML) to meet client expectations and deadlines.
• Process Management & Control:Maintain rigorous internal controls and quality checks to ensure accuracy and compliance with regulatory requirements. Provide timely updates to clients and internal stakeholders on the status of their accounts.
• Coordination withAML/KYC Compliance:Collaborate closely with the dedicated AML/KYC team to ensure thorough due diligence is conducted on all new clients, adhering to all relevant regulations and internal policies in a timely manner.
• Continuous Improvement:Identify opportunities to streamline and enhance onboarding processes, leveraging data analysis and problem-solving skills to recommend and implement solutions. Actively participate in projects to improve efficiency and client satisfaction.
• Communication & Collaboration:Communicate effectively with all levels of the organization, both verbally and in writing, to convey complex information clearly and concisely. Foster a collaborative team environment, sharing knowledge and supporting colleagues.
• Ownership & Accountability:Take ownership of assigned projects and tasks, demonstrating a proactive and results-oriented approach. Manage competing priorities effectively, ensuring deadlines are met and client expectations are exceeded.

Skills and Experience:

• Bachelor's degree required.
• Strong understanding of financial markets and investment products.
• Minimum of 2 years of experience in a client service or onboarding role.
• Excellent written and verbal communication skills, with the ability to articulate complex information clearly and persuasively.
• Proven ability to manage multiple priorities, work effectively under pressure, and meet deadlines.
• Strong analytical and problem-solving skills, with meticulous attention to detail.
• Familiarity with the structure of trading counterparties.

How You Will Succeed:

The ideal candidate will be a highly motivated and results-oriented individual with a passion for client service. You will possess strong communication and interpersonal skills, the ability to work effectively in a team environment, and a commitment to continuous improvement. You will thrive in a fast-paced environment where you are challenged to solve complex problems and deliver exceptional service.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity